What is a Fixed Income Investment?

Introduction to Investment Planning – Part 2.1 Bonds are fixed income investments “Stocks and bonds”: These are the basic building blocks of an investment portfolio. I will write about stocks in an upcoming post, but after my discussion of cash or cash-like assets (e.g., savings accounts) in...

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The Question I get asked the most

What should I invest in? Quick Answer: It Depends If you go to a bank branch to get advice on what to invest in, your advisor will probably ask you some questions to determine your risk profile, and then her computer will produce a portfolio of mutual...

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Why Advice-Only Planning?

When I told a co-worker at my previous place of employment that I was going to open a fee-for-service, advice-only financial planning practice, her immediate response was, “Why should anybody pay for that? A financial advisor will do that for free!” Advice-Only Financial Planning: a small...

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